See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,960 | $57,016-5.4% | $84,966-36.5% | $80,856-33.3% |
| Participation rate | 76.9% | 56.3%+20.6pp | 67.5%+9.4pp | 67.6%+9.3pp |
| Annual return | 31.23% | 21.66%+9.6pp | 66.38%-35.1pp | 35.59%-4.4pp |
| Employer contribution / active EE | $4,911 | $1,798+173.2% | $2,727+80.1% | $2,755+78.3% |
| Participant deferral / active EE | $9,991 | $3,110+221.3% | $4,519+121.1% | $4,296+132.6% |
| Admin fee / account holder | $2,050 | $4,980-58.8% | $6,149-66.7% | $6,918-70.4% |